Schwab的产品和服务 - Schwab通过2019和2023 IDA协议与TD银行合作，客户现金存款服务费率保持在15个基点[25] - Schwab提供广泛的产品和服务，包括经纪、共同基金、ETF、建议解决方案、替代投资、银行、信托等，通过投资者服务和顾问服务两个业务部门提供[26] - Schwab的主要收入来源于投资者服务和顾问服务两个报告部门，根据客户资产和活动水平划分[28] - 投资者服务包括零售投资者、工作场所金融服务、共同基金结算服务和非平台销售等业务单元[29] - Schwab为客户提供广泛的咨询解决方案，包括Schwab Wealth Advisory™、Schwab Managed Portfolios™等，最低投资额从5000美元起[34] - Schwab提供多样化的规划工具，包括数字退休计算器、Schwab Plan®等，以满足不同规划需求[35] - Schwab为交易客户提供综合的交易平台、实时市场数据、期权交易等服务，2023年推出了Schwab Trading Powered by Ameritrade™[36] - Schwab的国际业务为美国以外的客户提供投资美国市场的机会，为美国内客户提供多币种和外汇交易服务[37] - Schwab提供自助教育和支持工具，包括在线和线下研讨会、网络直播、播客等，帮助客户获取信息和研究工具[38] - Schwab提供股票评级系统Schwab Equity Ratings®，为客户提供约3000只股票的评级，帮助客户做出更好的投资决策[39] Schwab的收入来源 - Schwab的主要净收入来源包括净利息收入、资产管理和管理费、交易收入和银行存款账户费用[53] - Schwab的利息收入主要来自于利息收入资产产生的利息和资金来源支付的利息之间的差额[54] - 资产管理和管理费主要来自于专有货币市场互惠基金、专有和第三方互惠基金和ETF以及基于费用的咨询解决方案[55] - 交易收入包括为客户执行某些个别股票、期权、期货、固定收益证券和某些第三方互惠基金和ETF的交易而赚取的佣金；订单流量收入；以及主要来自于支持客户在固定收益证券交易中的主要交易收入[56] Schwab的监管和合规 - 2023年11月，FDIC批准了一项特别评估，以弥补2023年DIF所遭受的损失[84] - 2021年4月1日，FDIC修订了经纪存款规则，明确了经纪商通过经纪扫描安排向存款机构存款的情况[85] - CSC及其子公司受到Volcker规则的约束，禁止自营交易或与对冲基金和私募股权基金有关的关系[88] - CFPB对具有100亿美元或更多总资产的存款机构拥有广泛的规则制定、监督和执法权限[89] - CSC及其从事金融服务活动的子公司受到1970年银行保密法和2001年爱国者法案的约束[90] - CSC及其子公司受到美国财政部资产控制办公室管理的美国制裁计划的约束[91] - CSC及其子公司受到SEC、50个州、哥伦比亚特区、美属维尔京群岛和波多黎各的注册经纪商监管[92] - CSC及其主要经纪商受到SEC、FINRA和MSRB的监管，以保护客户和证券市场[93] - CSC及其主要经纪商受到证券交易法1934年第15c3-1条规定的约束，以确保经纪商的财务稳健[95] - CSC及其主要经纪商受到清算所的现金存款和抵押品要求的约束，这些要求可能根据客户交易活动和市场波动而大幅波动[97]

The Charles Schwab Corporation (SCHW) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this company have returned +1%, compared to the Zacks S&P 500 composite's +3.1% change. During this period, the Zacks Financial - Investment Bank industry, which The Charles Schwab Corporation falls in, has gained 3.8%. The key question now is: What could be the stock's ...

WESTLAKE, Texas--(BUSINESS WIRE)--Trader sentiment has turned bullish according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab. More than half of respondents (53%) report a bullish outlook on the U.S. stock market – the highest level since the survey began in 2021 and a significant increase from the 32% who were bullish in the fourth quarter of last year. Additionally, 49% of traders believe it’s ...

The Charles Schwab Corporation (SCHW) closed at $63.58 in the latest trading session, marking a -1.27% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 0.6%. Meanwhile, the Dow lost 0.17%, and the Nasdaq, a tech-heavy index, lost 0.92%. The company's stock has climbed by 1.21% in the past month, falling short of the Finance sector's gain of 3.63% and the S&P 500's gain of 3.56%. Investors will be eagerly watching for the performance of The Charles Schwab Corporation in ...

Charles Schwab (SCHW) has reported its monthly activity report for January 2024. The company’s core net new assets of $17.2 billion declined 60% from the previous month’s level and 52% from the prior-year month’s figure. Schwab’s total client assets in November 2023 were $8.52 trillion, relatively stable with the December 2023 level and up 14% from January 2023. Client assets receiving ongoing advisory services were $4.36 trillion, marginally up from the prior month and up 13% year over year. Schwab’s avera ...

Charles Schwab Corp. SCHW said Wednesday total client assets in January rose 14% from the year-ago period, and remained flat with the previous month. Total core net new assets brought to the company in January by new and existing clients were $17.2 billion, or $21.4 billion in core net new assets excluding Ameritrade originated brokerage clients. Transactional sweep cash as of Jan. 31 fell $11.3 billion to $406.1 billion compared to the previous month. “This decline was in-line with typical January seasonal ...

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2024 include: Total core net new assets brought to the company by new and existing clients equaled $17.2 billion, or $21.4 billion in core net new assets excluding Ameritrade originated brokerage clients. Total client assets were $8.56 trillion as of month-end January, up 14% from January 2023 and flat versus December 2023. Transactional sweep cash ended Ja ...

Charles Schwab (SCHW 1.44%) has had a difficult go of it in the higher interest rate environment. Since the Federal Reserve began raising rates amid inflationary pressures in March 2022, Schwab has seen significant deposit outflows, leading the company to tap the Federal Home Lending Bank (FHLB) and other resources to smooth outflows. Over recent months, the deposit outflows at Schwab have slowed, and the fourth quarter showed more of the same. With the stock up 37% from its low last May and the prospect of ...

Schwab Trading Activity Index™ (STAX) - Schwab Trading Activity Index™ (STAX)在1月份略有增长，达到44.73[1] Schwab客户交易情况 - Schwab的客户在1月份是净买家，尤其增加了对“Magnificent Seven”公司的持仓[3] 热门股票交易情况 - Schwab客户在该时期买入的热门股票包括特斯拉、英伟达、亚马逊、微软和AMD，而卖出的股票包括美国银行、沃尔玛、通用汽车、嘉年华和华纳兄弟发现公司[5]

公司表现 - 查尔斯·施瓦布公司（SCHW）是Zacks.com访问者最近最关注的股票之一[1] - 过去一个月，该公司的股价下跌了-8.4%，而Zacks标普500综合指数上涨了+3.1%[2] - 查尔斯·施瓦布公司的Zacks排名为5（强烈卖出），这是基于最近共识估计变化的大小以及与盈利预期相关的其他三个因素[8] 盈利预期 - 查尔斯·施瓦布公司本季度预计每股盈利为0.75美元，较去年同期下降了-19.4%[5] - 对于当前财年，共识盈利预期为3.42美元，较去年同期增长了+9.3%[6] - 对于下一个财年，共识盈利预期为4.55美元，较去年预计的报告增长了+33.1%[7] 公司业绩 - 公司在过去四个季度中每次都超过了共识盈利预期，而在这段时间内两次超过了共识收入预期[13] - 公司在估值方面被评为F，表明其股价高于同行[17] - 总体来说，公司的Zacks排名5表明它可能在短期内表现不佳[18]